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Dec 6, 2013 10:00am EST
. there will be advantages from obamacare. there will the hospital payouts that could be a risk. he also likes gold. he tends to come back to gold. the price could rally 20% to 30% in 2014. >> still stuck. --another guy from fidelity they do not talk very often. he manages a biotech firm over there. >> he is looking down. >> he says to beware of the bubble. >> i am into that headshot there. >> he says there is a risk of a bubble. he says to target drugs. a lot of them are targeted to a specific population. people do not have a choice. the drug will treat a particular illness. it is not something that people can rip off. he talks about writing the innovators. also, profits from generics. that is the other big theme. >> you know me. i am a fixed income junkie. eric likes to call me credit girl. i am a bond girl. to get you a need superhero costume. >> one big font manager. to someone who used to manage the bond fund. back a fewage going years or so. she says that there is no fixed income sector. just illustrating the challenges in fixed income right now. if there is an area, she likes telecom. there has been a
Search Results 0 to 0 of about 1